I'm working on an Analytics dashboard where we are using a recipe created from our Salesforce Lead and Opportunity objects.
What I'd like to do is be able to filter the Lead's Created Date and the Opportunity's Closed Date separately, so that we can view our Leads and compare them to how many we have closed won/when they closed won.
Currently, if I filter by created date, it shows me all the Leads that were created in that time period, but I also want to see all the leads that were closed in that time period as well.
Is this possible at all?
Thanks in advance!
3 respuestas
Hi Meghna, thanks for your reply. I'm looking for how to do this in Salesforce Analytics. :)
